Q4 | 2024 As of 31 December 2024 Fact Sheet MFS® Small Cap Growth Equity (USD) Goal Outperform the Russell 2000® Growth Index and small cap growth peers over full market cycles. Investment team Portfolio Manager Michael Grossman, CFA § 19 years with MFS § 25 years in industry ...
Fund Matrix Market Cap Financial Performance Business Growth High High High High Performer-High Growth: An equity fund portfolio full of stocks with both strong financial performance and superior growth potential. Asset Allocation US Stock Non US Stock Cash Sector Allocation % Equity Technology 47.63%...
MFS Mid Cap Value Fund Inst CZMSX 16.61 -1.19% Multi-Manager Small Cap Equity Strategies Fund Inst Compare Stock Analysis Stock Ideas Long Ideas Stock Upgrades & Downgrades Editors' Picks Quick Picks & Lists Emerging Markets Stock Screener ...
MFS® Growth Fund 1.73 MFS® Research International Fund 1.56 MFS® Mid Cap Value Fund 1.56 MFS® Mid Cap Growth Fund 1.54 MFS® Emerging Markets Debt Fund 1.14 MFS® Emerging Markets Debt Local Currency Fund 1.14 MFS® Blended Research Small Cap Equity Fund 0.99 MFS® International...
Fund Details CategorySmall-Cap Growth Portfolio StyleSmall-Cap Fund StatusOpen Fund InceptionJune 1, 2012 Manager Michael Grossman Investment Policy The Fund seeks capital appreciation by investing at least 65% of its assets in equity securities of companies of any size believed to offer superior pro...
Fund Matrix Market Cap Financial Performance Business Growth High Med High Mid Performer-High Growth: Stocks with average financial performance and superior growth potential lead this equity fund portfolio. Asset Allocation US Stock Non US Stock Cash US Bond Non US Bond Sector Allocation % Equity Hea...
MFS Series Trust X - MFS Growth Allocation Fund is an open ended balanced fund of funds launched and managed by Massachusetts Financial Services Company. The fund invests in mutual funds that invest in the public equity and fixed income markets across the globe. It benchmarks the performance of...
visax 13.45 % virtus international smallcap aopax 9.12 % mfs international new discovery fund midax see more highest returns best foreign small/mid growth funds # 1 fidelity® series international sm cap fstsx # 2 american beacon eam int small cap tivfx # 3 mfs international new...
Category Mid-Cap Growth Portfolio Style Mid-Cap Fund Status Open Fund Inception January 2, 2013 Managers Fischman Braz Investment Policy The Fund seeks long-term growth and value in the over-the-counter market. The Fund will invest primarily in small companies which may grow at faster rates...
Fund Type Open End Mutual Fund Name As of 02/21/2025 Price Aum/Mkt Cap YIELD Exp Ratio Watchlist MFS International Intrinsic Value Fund MINIX | Fund $41.91 $21.3 B 1.88% $0.79 0.81% MINIX - Profile Distributions YTD Total Return8.2% ...